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202 hedge funds and large institutions have $852M invested in Geron in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 73 increasing their positions, 47 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $4.77M | Put options by funds: $1.89M

55% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $787M → $852M (+$65.4M)

3.46% more ownership

Funds ownership: 70.93%74.38% (+3.5%)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 202202 (0)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
202
Holders Change
Holders Change %
0%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
23
Increased
73
Reduced
47
Closed
21
Calls
$4.77M
Puts
$1.89M
Net Calls
+$2.88M
Net Calls Change
+$338K
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
RA Capital Management
Massachusetts
$97.5M
BlackRock
2
BlackRock
New York
$89M +$9.75M +5,012,855 +13%
DTC
3
Deep Track Capital
Connecticut
$62.4M +$7.55M +3,883,449 +15%
Vanguard Group
4
Vanguard Group
Pennsylvania
$60.3M +$3.72M +1,914,328 +7%
State Street
5
State Street
Massachusetts
$54.1M +$494K +254,221 +1%
VC
6
Vivo Capital
California
$50.9M +$14.8M +7,619,047 +46%
TCM
7
TCG Crossover Management
California
$49.3M
NMC
8
NEA Management Company
Maryland
$48.1M
Morgan Stanley
9
Morgan Stanley
New York
$44.6M +$38.4M +19,763,502 +1,448%
Millennium Management
10
Millennium Management
New York
$31.1M -$2.61M -1,342,120 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.1M +$1.81M +930,747 +9%
MB
12
MPM BioImpact
Massachusetts
$22.6M +$6.1K +3,139 +0%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$20M -$1.79M -920,655 -9%
SI
14
Sofinnova Investments
California
$18.6M +$9.94M +5,111,951 +138%
Deutsche Bank
15
Deutsche Bank
Germany
$14.9M +$13.3M +6,821,171 +2,763%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$14.8M -$1.03M -528,714 -7%
Northern Trust
17
Northern Trust
Illinois
$10.8M -$469K -241,295 -5%
SBH
18
Segall Bryant & Hamill
Illinois
$9.33M -$1.11M -570,679 -11%
Invesco
19
Invesco
Georgia
$9.2M -$384K -197,460 -4%
Charles Schwab
20
Charles Schwab
California
$8.11M +$405K +208,170 +6%
AC
21
Armistice Capital
New York
$6.95M -$638K -328,000 -9%
Goldman Sachs
22
Goldman Sachs
New York
$6.71M -$659K -339,059 -10%
BC
23
Boxer Capital
California
$6.33M
ABG
24
Ally Bridge Group
New York
$6.27M +$1.46M +750,000 +34%
Marshall Wace
25
Marshall Wace
United Kingdom
$4.39M -$7.35M -3,782,148 -65%

GERN Hedge Fund Activity: Q4 2023 in Review

202 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Geron (GERN) for Q4 2023, worth a combined $852M — up 8.3% from $787M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new GERN positions and 21 closed out — a net gain of 2 holders — while 73 added to existing stakes and 47 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $38.4M. The largest seller was Artal Group, exiting entirely with an estimated $11.8M sold.

  • 202 institutional investors held Geron (GERN) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $852M of Geron stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 23 funds opened new Geron positions in Q4 2023 and 21 closed out, a net change of +2 holders.
  • The largest Geron buyer in Q4 2023 was Morgan Stanley, an estimated $38.4M added.
  • The largest Geron seller in Q4 2023 was Artal Group, an estimated $11.8M sold.

Based on aggregated 13F filings for Q4 2023.